The Rob Vinall Podcast

Robert Vinall
  • 5.0 (7)
  • INVESTING

Rob explores topics around value investing and business.

  1. RV Capital's First-Half 2025 Letter to Co-Investors

    08/30/2025

    RV Capital's First-Half 2025 Letter to Co-Investors

    In his half-year letter, Rob discusses: Business Owner's "Big Five" investments; Why the portfolio looks different to traditional funds; The unsuccessful investment in Ryman Healthcare: mistakes made and lessons learned; And, whether the AI boom is a repeat of the dot-com bubble in the late 1990s.

    50 min
  2. Rob's 2025 Postcard from Around the World

    05/22/2025

    Rob's 2025 Postcard from Around the World

    Rob describes a recent trip he made to China, Japan and the US and discusses what he learned. As the trip started shortly after President Trump declared Liberation Day on 2 April, the trade war and tariffs were a recurring topic of the trip. The postcard discusses the trade war, but it is not just about the trade war. The trade war is in the news today but news cycles get ever shorter. It is important not to be so focused on the news that you miss the bigger picture. As such, the postcard also touches on broader developments in China including AI, Electric Vehicles and the growing prominence of Chinese companies.

    32 min
  3. RV Capital's 2024 Letter to Co-Investors

    03/01/2025

    RV Capital's 2024 Letter to Co-Investors

    In his 2024 letter to co-investors, Rob discusses: What a near 50% drawdown feels like Six investments in China One new investment in the energy sector Business and the moral high ground

    1h 1m
  4. Is China Investable? Panel at RV Capital's 2025 Annual Gathering

    01/16/2025

    Is China Investable? Panel at RV Capital's 2025 Annual Gathering

    Panel Discussion at RV Capital's Annual Gathering in Engelberg on 12 January 2025 with Graham Rhodes, Yixin Li, Fred Lui and Sofia Hou. Show Notes Li Lu Talk referenced by Graham: https://mp.weixin.qq.com/s/nwdP3GR-H8-m94NUnlsM-g Fred's letter on China: https://www.haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2021-Q2.pdf Blog referenced by Fred: https://www.baiguan.news/ Rob's book recommendation: "The Battle of Bretton Woods" by Benn Steil

    55 min
  5. Women-in-Investing Panel at RV Capital's 2025 Annual Gathering

    01/16/2025

    Women-in-Investing Panel at RV Capital's 2025 Annual Gathering

    Amelie hosts the panel "Women in Investing" at RV Capital's Annual Gathering in Engelberg on 12 January 2025 with April Li, Cynthia Maasry and Franziska Reh.

    37 min
  6. Mountainside Chat with Will Thorndike at RV Capital's 2025 Annual Gathering

    01/16/2025

    Mountainside Chat with Will Thorndike at RV Capital's 2025 Annual Gathering

    Rob does a mountainside chat with Will Thorndike, private equity investor and author of "The Outsiders", at RV Capital's Annual Gathering in Engelberg on 12 January 2025.

    40 min
  7. Rob & Andreas' Q&A at RV Capital's 2025 Annual Gathering

    01/16/2025

    Rob & Andreas' Q&A at RV Capital's 2025 Annual Gathering

    Rob and Andreas' Q&A at RV Capital's Annual Gathering in Engelberg on 11 January 2025.

    1h 31m
  8. Mountainside Chat with Will Lundin at RV Capital's 2025 Annual Gathering

    01/16/2025

    Mountainside Chat with Will Lundin at RV Capital's 2025 Annual Gathering

    Rob does a mountainside chat with Will Lundin, CEO of International Petroleum, at RV Capital's Annual Gathering in Engelberg on 11 January 2025.

    55 min
See All (36)

Ratings & Reviews

5
out of 5
7 Ratings

About

Rob explores topics around value investing and business.

Information

  • Creator
    Robert Vinall
  • Years Active
    2021 - 2025
  • Episodes
    36
  • Rating
    Clean
  • Copyright
    © Robert Vinall
  • Show Website
    The Rob Vinall Podcast

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